Charles Carroll Financial Partners, LLC INTU Holdings History
Charles Carroll Financial Partners, LLC's Intuit Inc Holding Summary
As of 2023-12-31, Charles Carroll Financial Partners, LLC held 8,307.00 shares of Intuit Inc(INTU), totaling $5.19 Mil. This investment constitutes 5.59% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding Intuit Inc(INTU) stock.
The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 3 purchases of INTU, at an average price of $511.21, for a total of 8,332.00 shares. In addition, there have been 1 sales at an average price of $551.59 for 25.00 shares. Based on historical transaction data and INTU's current price of $752.63, Charles Carroll Financial Partners, LLC's estimated gain on his INTU holdings is $2.01 Mil, reflecting a 47.11% gain to date.
Charles Carroll Financial Partners, LLC INTU ($752.63) Holding Chart
Charles Carroll Financial Partners, LLC INTU ($752.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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